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iShares 10+ Year Investment Grade Corporate Bond ETF

128 hedge funds and large institutions have $940M invested in iShares 10+ Year Investment Grade Corporate Bond ETF in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 30 increasing their positions, 54 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

606% more call options, than puts

Call options by funds: $1.55M | Put options by funds: $219K

7.15% more ownership

Funds ownership: 63.69%70.84% (+7.1%)

6% less funds holding

Funds holding: 136128 (-8)

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

26% less capital invested

Capital invested by funds: $1.27B → $940M (-$327M)

28% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 25

44% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 54

Holders
128
Holders Change
-8
Holders Change %
-5.88%
% of All Funds
2.16%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.12%
New
18
Increased
30
Reduced
54
Closed
25
Calls
$1.55M
Puts
$219K
Net Calls
+$1.33M
Net Calls Change
+$467K
Name Holding Trade Value Shares
Change
Change in
Stake
AP
26
Agilis Partners
Massachusetts
$5.09M -$3.52M -63,657 -40%
PL
27
Protective Life
Alabama
$4.53M +$4.71M +85,000 New
Truist Financial
28
Truist Financial
North Carolina
$4.5M +$4.68M +84,449 New
FEG
29
Fund Evaluation Group
Ohio
$4.02M +$3.95M +71,332 +1,755%
CWA
30
Carolina Wealth Advisors
South Carolina
$3.95M +$596K +10,770 +17%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$3.79M +$3.89M +70,185 +8,180%
AWM
32
AE Wealth Management
Kansas
$3.24M -$6.14M -110,827 -65%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$3.08M -$2.63M -47,497 -45%
HWAM
34
Hennion & Walsh Asset Management
New Jersey
$3.02M +$120K +2,169 +4%
1WM
35
1900 Wealth Management
Texas
$2.77M -$2.13M -38,434 -43%
Bank of New York Mellon
36
Bank of New York Mellon
New York
$2.68M +$2.78M +50,241 New
FA
37
FDx Advisors
Illinois
$2.49M +$2.58M +46,687 New
RJA
38
Raymond James & Associates
Florida
$1.86M +$1.28M +23,068 +194%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$1.81M -$1.82M -32,833 -49%
KFAA
40
Klaas Financial Asset Advisors
Illinois
$1.62M -$742K -13,396 -31%
CC
41
Copperleaf Capital
North Carolina
$1.41M -$144K -2,597 -9%
SWP
42
ShoreHaven Wealth Partners
New Jersey
$1.29M -$1.3M -23,543 -49%
IRC
43
Investors Research Corp
Georgia
$1.25M +$347K +6,270 +37%
JP Morgan Chase
44
JP Morgan Chase
New York
$1.19M +$518K +9,351 +73%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$1.04M -$118K -2,137 -10%
CFGS
46
Concourse Financial Group Securities
Alabama
$1.03M +$194K +3,502 +22%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$982K +$27.1K +490 +3%
PWM
48
Pacific Wealth Management
California
$770K +$9.69K +175 +1%
SAS
49
Sage Advisory Services
Texas
$727K +$755K +13,643 New
VFA
50
Voya Financial Advisors
Connecticut
$718K +$749K +13,526 New

IGLB Hedge Fund Activity: Q2 2022 in Review

128 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) for Q2 2022, worth a combined $940M — down 26% from $1.27B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of IGLB and 18 opened new positions — a net loss of 7 holders — while 54 trimmed existing stakes and 30 added.

The largest buyer was Miracle Mile Advisors, opening a new position worth an estimated $18.4M. The largest seller was BlackRock, cutting an estimated $98.4M.

  • 128 institutional investors held iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) as of Q2 2022, down from 136 in Q1 2022.
  • Funds reported $940M of iShares 10+ Year Investment Grade Corporate Bond ETF stock for Q2 2022, down 26% quarter-over-quarter.
  • 18 funds opened new iShares 10+ Year Investment Grade Corporate Bond ETF positions in Q2 2022 and 25 closed out, a net change of -7 holders.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF buyer in Q2 2022 was Miracle Mile Advisors, an estimated $18.4M added.
  • The largest iShares 10+ Year Investment Grade Corporate Bond ETF seller in Q2 2022 was BlackRock, an estimated $98.4M sold.

Based on aggregated 13F filings for Q2 2022.